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iShares S&P Small-Cap 600 Value ETF

448 hedge funds and large institutions have $3.3B invested in iShares S&P Small-Cap 600 Value ETF in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 140 increasing their positions, 152 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+11
Holders Change %
+2.52%
% of All Funds
10.27%
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.64%
New
41
Increased
140
Reduced
152
Closed
27
Calls
$359K
Puts
$3.05M
Net Calls
-$2.7M
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
251
BlueSky Wealth Advisors
North Carolina
$468K -$144K -1,758 -23%
GEA
252
Glen Eagle Advisors
New Jersey
$463K +$2.78K +34 +0.6%
CWM
253
Cahaba Wealth Management
Georgia
$463K +$51.9K +618 +13%
WT
254
Whittier Trust
California
$459K +$4.73K +58 +1%
FA
255
FDx Advisors
Illinois
$452K -$106K -1,298 -19%
WP
256
WealthSource Partners
California
$447K -$240K -2,942 -35%
FNBOO
257
First National Bank of Omaha
Nebraska
$438K -$8.17K -100 -2%
SSB
258
Sandy Spring Bank
Maryland
$434K
DY
259
Dowling & Yahnke
California
$431K
MG
260
Mather Group
Illinois
$424K -$17.9K -220 -4%
MBT
261
Montecito Bank & Trust
California
$418K +$163K +2,000 +64%
JIC
262
Johnson Investment Counsel
Ohio
$414K +$15.5K +190 +4%
ALIONA
263
Allianz Life Insurance of North America
Minnesota
$410K -$108K -1,320 -21%
BAAM
264
Baker Avenue Asset Management
California
$404K +$1.14K +14 +0.3%
MGIA
265
Moneta Group Investment Advisors
Missouri
$397K +$10.5K +128 +3%
CIA
266
Capital Investment Advisors
Georgia
$391K +$18.1K +222 +5%
CB
267
Chemical Bank
Michigan
$385K +$17.1K +210 +5%
TI
268
Truepoint Inc
Ohio
$385K +$321K +3,936 +502%
SIC
269
Shoker Investment Counsel
Ohio
$384K
CCT
270
Country Club Trust
Missouri
$383K -$188K -2,308 -33%
RIA
271
Regal Investment Advisors
Michigan
$379K -$73.5K -900 -16%
FA
272
Fortis Advisors
Pennsylvania
$375K +$375K +3,374 New
RC
273
RegentAtlantic Capital
New Jersey
$371K
CCM
274
Coldstream Capital Management
Washington
$369K -$7.33K -90 -2%
PO
275
Private Ocean
California
$367K